MondegarAI
Human Investing LLC

Q1 2025 · 13F-HR

Human Investing LLCholdings as filed

Filed 2025-05-15 · accession 0001767513-25-000002

$567.9M
Reported value
91
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$152.0M26.8%295,838CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$59.8M10.5%1,175,861CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$32.0M5.63%247,882CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$31.5M5.55%162,615CommonNONE
921937827BSVVANGUARD BD INDEX FDS$30.7M5.40%391,555CommonNONE
464287507IJHISHARES TR$29.2M5.14%500,277CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$25.6M4.50%523,725CommonNONE
464287200IVVISHARES TR$21.2M3.73%37,668CommonNONE
921937819BIVVANGUARD BD INDEX FDS$17.0M2.99%221,810CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$15.6M2.75%266,081CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$15.6M2.74%344,282CommonNONE
464287804IJRISHARES TR$15.0M2.65%143,825CommonNONE
921910733ESGVVANGUARD WORLD FD$14.4M2.53%146,659CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$12.8M2.26%174,098CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$11.4M2.01%137,662CommonNONE
922908769VTIVANGUARD INDEX FDS$5.8M1.02%21,175CommonNONE
922908553VNQVANGUARD INDEX FDS$4.9M0.86%53,824CommonNONE
921910725VSGXVANGUARD WORLD FD$4.7M0.82%79,064CommonNONE
11135F101AVGOBROADCOM INC$4.6M0.81%27,422CommonNONE
921937835BNDVANGUARD BD INDEX FDS$4.4M0.78%60,082CommonNONE
921910691VCEBVANGUARD WORLD FD$3.6M0.63%56,846CommonNONE
037833100AAPLAPPLE INC$3.6M0.63%16,016CommonNONE
922908637VVVANGUARD INDEX FDS$2.9M0.52%11,454CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.9M0.51%48,434CommonNONE
594918104MSFTMICROSOFT CORP$2.8M0.50%7,585CommonNONE
00287Y109ABBVABBVIE INC$2.7M0.48%13,073CommonNONE
093671105HRBBLOCK H & R INC$2.2M0.40%40,947CommonNONE
532457108LLYELI LILLY & CO$1.9M0.34%2,323CommonNONE
921909768VXUSVANGUARD STAR FDS$1.8M0.33%29,762CommonNONE
654106103NKENIKE INC$1.7M0.29%26,310CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.6M0.28%2CommonNONE
670100205NVONOVO-NORDISK A S$1.5M0.27%21,898CommonNONE
464288158SUBISHARES TR$1.4M0.25%13,279CommonNONE
031162100AMGNAMGEN INC$1.4M0.24%4,344CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.23%60,234CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.21%23,842CommonNONE
437076102HDHOME DEPOT INC$1.1M0.20%3,041CommonNONE
464287150ITOTISHARES TR$1.0M0.18%8,532CommonNONE
921937793BLVVANGUARD BD INDEX FDS$937,4980.17%13,313CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$898,9960.16%1,688CommonNONE
704326107PAYXPAYCHEX INC$877,2210.15%5,686CommonNONE
02079K305GOOGLALPHABET INC$833,0280.15%5,387CommonNONE
580135101MCDMCDONALDS CORP$721,0200.13%2,308CommonNONE
023135106AMZNAMAZON COM INC$684,1250.12%3,596CommonNONE
46432F842IEFAISHARES TR$683,3590.12%9,033CommonNONE
747525103QCOMQUALCOMM INC$648,0040.11%4,219CommonNONE
46434V621DGROISHARES TR$641,2890.11%10,380CommonNONE
37954Y889CATHGLOBAL X FDS$632,1160.11%9,359CommonNONE
45867G101IDCCINTERDIGITAL INC$620,2500.11%3,000CommonNONE
478160104JNJJOHNSON & JOHNSON$618,5390.11%3,730CommonNONE
40434L105HPQHP INC$598,4780.11%21,614CommonNONE
46435G326IDEVISHARES TR$596,7360.11%8,662CommonNONE
882508104TXNTEXAS INSTRS INC$559,6580.10%3,114CommonNONE
46434G103IEMGISHARES INC$541,4880.10%10,033CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$514,1180.09%1,648CommonNONE
718172109PMPHILIP MORRIS INTL INC$500,9400.09%3,156CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$492,8220.09%22,911CommonSOLE
002824100ABTABBOTT LABS$482,3030.08%3,636CommonNONE
78468R796SPYXSPDR SER TR$447,8470.08%9,789CommonNONE
78463V107GLDSPDR GOLD TR$446,6170.08%1,550CommonNONE
58933Y105MRKMERCK & CO INC$434,5290.08%4,841CommonNONE
46436E569XVVISHARES TR$422,3320.07%9,872CommonNONE
922908751VBVANGUARD INDEX FDS$413,3320.07%1,864CommonNONE
456788108INFYINFOSYS LTD$405,4100.07%22,214CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$383,1860.07%1,541CommonNONE
375558103GILDGILEAD SCIENCES INC$374,5840.07%3,343CommonNONE
46429B663HDVISHARES TR$367,7050.06%3,036CommonNONE
17275R102CSCOCISCO SYS INC$339,0970.06%5,495CommonNONE
46428Q109SLVISHARES SILVER TR$329,6100.06%10,636CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$327,9190.06%659CommonNONE
46435G524IGROISHARES TR$311,3480.05%4,298CommonNONE
G02602103DOXAMDOCS LTD$308,5380.05%3,372CommonNONE
742718109PGPROCTER AND GAMBLE CO$286,4080.05%1,681CommonNONE
67066G104NVDANVIDIA CORPORATION$286,1930.05%2,641CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$278,6610.05%1,136CommonNONE
464287721IYWISHARES TR$269,0830.05%1,916CommonNONE
494368103KMBKIMBERLY-CLARK CORP$257,8460.05%1,813CommonNONE
464287226AGGISHARES TR$257,6700.05%2,605CommonNONE
14040H105COFCAPITAL ONE FINL CORP$256,8280.05%1,432CommonNONE
68389X105ORCLORACLE CORP$251,5240.04%1,799CommonNONE
292218104EIGEMPLOYERS HLDGS INC$249,0990.04%4,919CommonNONE
464287408IVEISHARES TR$243,9970.04%1,280CommonNONE
464287309IVWISHARES TR$241,0800.04%2,597CommonNONE
149123101CATCATERPILLAR INC$230,5470.04%699CommonNONE
94106L109WMWASTE MGMT INC DEL$230,3530.04%995CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$229,7800.04%682CommonNONE
370334104GISGENERAL MLS INC$228,4580.04%3,821CommonNONE
291011104EMREMERSON ELEC CO$228,3370.04%2,083CommonNONE
855244109SBUXSTARBUCKS CORP$223,4500.04%2,278CommonNONE
615369105MCOMOODYS CORP$214,4740.04%461CommonNONE
02079K107GOOGALPHABET INC$211,5080.04%1,354CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.